Partner Focus: Barb & Dor Insurance Brokers

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Barb & Dor Insurance Brokers and their founder Charlotte Beale joined the Movo Partnership in April 2020

THE BACK STORY
Charlotte had been a broker for a number of years and had always wanted to start her own business and take complete control over her future. Charlotte’s knowledge and expertise on High Net Worth and Property have always had a positive impact on her growth as a broker throughout her career. Since setting up her own business this is an area that she has truly expanded on and seen her have a lot of success.

It is also worth noting that Charlotte started to trade 23 days before England first locked down during the Covid-19 pandemic in 2020. Even working through this, Charlotte kept working hard and managed to grow her business in the first year and has kept the upward curve throughout (read her testimonial below).

WHY WAS THE MOVO PARTNERSHIP A GOOD FIT?
Charlotte wanted to broker her own risks and have complete control of her business. She did not want to pay away her hard-earned commission and needed a network that would be a business partner and support team whilst staying out of the way for the broking and placement.

The whole team enjoys working with Charlotte and I personally have nothing but admiration for a business that kept growing through the most difficult and unprecedented times

BARB & DOR’S FEEDBACK ON WORKING WITH MOVO

“ I have worked in insurance for 15 years always working on behalf of someone else, in December 2019 I decided to join Movo as I kept seeing positive posts about them on LinkedIn about being your own boss. I decided I had nothing to lose and the thought of being my own boss was fantastic!. Starting a new business is stressful for anyone but I decided to take the plunge, after all it wasn’t going to hurt, what did I have to lose.

The Movo team helped me beyond any words I can write, they helped me with my FCA approved person application, my agency applications, ongoing training and general support, all of these things you wouldn’t know about until you go solo.

I can honestly say coming to the end of year one, it was the best decision I ever made to be my own boss and the fact I get to keep all of my commission is a huge benefit. I was sceptical at first but the Movo fee charged is nothing compared to what I would have to pay for a full-time compliance manager, claims handler and account manager, overall I cannot recommend Movo enough and for anyone considering taking up this fantastic opportunity I would tell you to go for it, honestly you will never look back”

LEA CHEESBROUGH’S COMMENTS ON BAB & DOR
“It has been a pleasure working with Charlotte and Barb & Dor. We are so excited to see how her business will develop and grow even further in the coming months and years. It has been fantastic and a privilege to be involved in the journey so far.

IN SUMMARY
Charlotte wanted a no-nonsense but supporting working relationship with a network. She has actually reminded us about the resilience and focus it takes to be a success. Her progression and achievements prove that while it is ok to worry, that working together as a team and staying focused on your goals always pays off.

 

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